Load Security Checklist
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About this load security checklist
This load security checklist gives operations teams a clear, repeatable way to secure loads safely and consistently. It covers preparation checks, in-process checks, escalation criteria, and close-out actions — so you can stop guessing and start knowing the load is safe to move.
What this load security checklist covers
Load security failures rarely come from one big mistake. They come from small steps missed under time pressure: the wrong restraint for the load, worn straps, poor weight distribution, or a final walkaround skipped because everyone is rushing.
- Pre-loading preparation: vehicle condition, rated anchor points, and restraint equipment checks
- In-process checks: weight distribution, blocking and bracing, edge protection, and correct anchoring
- Escalation criteria: when to stop the job and get support before departure
- Close-out actions: final walkaround, securing doors and curtains, seal recording, and sign-off
When to use it
Use this checklist any time a load is prepared for transport — especially when the load is mixed, high value, fragile, unusually shaped, or time-critical. It also works well as a standard step at shift handover, so the next person is not inheriting unknown risks.
How to run the check (without slowing the operation)
Run the checklist in four short passes. Each pass takes a few minutes and prevents rework later.
- Before you start: confirm the load plan, vehicle condition, and restraint equipment.
- During loading: check stability and restraint as the load is built, not only at the end.
- Escalation: stop and raise issues early — missing kit and uncertain weights do not fix themselves on the road.
- Close-out: do a final walkaround and record sign-off so there is a clear audit trail.
Escalation criteria you should not ignore
If any of these are true, pause the job and escalate before departure: damaged anchor points or load area, missing or unserviceable restraint equipment, an unstable load after securing, or uncertainty about weight or axle loading. The risk is not just product damage — it is road safety, compliance, and downtime.
Make it measurable with Ocasta
Paper checklists get filed away. WhatsApp messages get lost. Ocasta replaces guesswork with a consistent digital process: teams complete the load security checklist on any device, capture notes when something is not right, and create a clear record of who checked what and when.
Disclaimer: This checklist is for general guidance only and does not constitute legal, regulatory, health and safety, or professional advice. You are responsible for ensuring compliance with applicable laws, standards, and internal policies.
Included questions
Here's what's included in this load security checklist:
Before you start (preparation and vehicle checks) (9)
Confirm the vehicle, equipment, paperwork, and load plan are correct before loading or setting off.
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Text
Job reference or route ID
Add the job number, route, or manifest reference so this check can be traced later.
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Text
Vehicle registration
Record the vehicle or trailer ID being used for this load.
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Text
Load description
What are you carrying (type, packaging, any fragile or hazardous characteristics)?
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Yes/No
Load plan confirmed (weight, distribution, securing method)
Confirm you know where items go and how they will be restrained. If there is no load plan, escalate before loading.
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Yes/No
Vehicle and trailer are rated for the load
Check maximum payload, axle limits, and any site or customer restrictions.
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Yes/No
Load area is in good condition (floor, anchor points, curtains, doors)
Look for damage, contamination, loose fittings, or anything that could reduce restraint strength.
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Yes/No
Restraint equipment is available and serviceable
Check straps, chains, ratchets, load bars, edge protectors, dunnage, pallets, nets, and seals for damage or wear.
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Text
If any restraint equipment is defective, what is it and what action was taken?
Example: strap cut, ratchet seized — removed from use and reported.
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Yes/No
Correct PPE is worn for loading and securing
Follow site rules (typically hi-vis, safety boots, gloves, eye protection as required).
Loading and securing (in-process checks) (9)
Check stability, weight distribution, and restraint as the load is built — not just at the end.
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Yes/No
Heaviest items are placed low and positioned to support stable weight distribution
Avoid top-heavy stacks and uneven side-to-side loading. Follow the load plan.
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Yes/No
Axle weight and distribution checked (where applicable)
Use on-site guidance, weighbridge, or standard loading rules for your operation.
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Yes/No
Gaps are filled and the load is blocked to prevent movement
Use dunnage, load bars, or other approved methods. Do not rely on straps alone if the load can shift.
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Yes/No
Edge protection used where straps contact sharp edges
Protects the strap and the product, and keeps tension more consistent.
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Dropdown
Primary restraint method used
Choose the main method used for this load.
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Yes/No
Restraints are correctly routed and anchored to rated points
Avoid twisted straps, poor angles, or anchoring to non-rated fixtures.
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Yes/No
Restraints are tensioned and checked for slippage
Recheck after initial tensioning. If the load settles, retension safely.
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Yes/No
Load height and clearance are within limits
Check site limits, vehicle limits, and route restrictions.
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Yes/No
Special handling requirements followed (if applicable)
For example: hazardous goods segregation, temperature control, fragile items, liquids, or high value goods.
Escalation criteria (stop and get support) (6)
These are the situations where you stop the job and escalate before departure.
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Yes/No
Is there any damage that could affect load security (vehicle, trailer, anchor points, curtains, doors)?
If yes, stop and escalate to the duty manager or transport lead. Do not depart until confirmed safe.
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Yes/No
Is any restraint equipment unserviceable or missing?
If yes, stop and replace equipment. If you cannot replace it, escalate.
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Yes/No
Does the load remain unstable after applying the planned restraint?
If yes, stop. Rework the load, change securing method, or escalate for guidance.
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Yes/No
Are you uncertain about weight, axle loading, or distribution?
If yes, do not guess. Escalate for verification (for example, weighbridge or supervisor sign-off).
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Person
Who did you escalate to (if needed)?
Select the person who provided authorisation or support.
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Text
Escalation notes and outcome
What was the issue, what decision was made, and what action was taken?
Before departure and close-out (6)
Final checks that prevent in-transit movement, loss, and delays — plus clear sign-off.
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Yes/No
Final walkaround completed
Check doors, curtains, straps, load bars, and any external hazards before moving the vehicle.
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Yes/No
Doors and curtains are fully secured
Confirm locks, buckles, and latches are engaged and cannot work loose in transit.
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Text
Seal number recorded (if applicable)
If seals are used for security or compliance, record the seal number here.
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Dropdown
In-transit recheck plan
Agree when you will recheck the load (where safe and permitted).
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Yes/No
Any issues logged for follow-up (equipment, process, training, site constraints)
If something made load security harder than it should be, log it so it can be fixed.
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Signature
Sign-off
By signing, you confirm the load is secured to the required standard and any escalations are recorded.